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H&D Realty

Project Date - 12.05.2025

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Build a centralized property listing management system with intelligent lead distribution while ensuring enterprise-grade data security through a fully integrated digital workplace.

IMPLEMENTED SOLUTIONS

CLIENT:
INDUSTRY:
COMPANY SIZE:
6+ Employees
CORE BUSINESS:
Real Estate Brokerage
Centralizing Customer Data and Standardizing Hotel Chain Management with Zoho CRM

CONTRACT PROCESSING TIME

Reduced by 90%

REPORTING TIME

Reduced by 90%

CURRENT SITUATION

H&D Realty is backed by a highly experienced team with professionals from leading companies in the real estate industry. However, the company faced significant challenges due to manual property listing management and an inconsistent lead distribution process. As a result, valuable customer data was underutilized, limiting the effectiveness of sales strategies and reducing overall business performance.

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CHALLENGES
  • Slow Project Information Retrieval: Real estate projects contain complex attributes such as unit size, number of bedrooms, and property type. Without a centralized system, sales consultants spent excessive time searching for suitable properties during customer consultations.

  • Inefficient Lead Distribution: Customer leads were assigned randomly rather than based on detailed information or predefined sales scenarios, resulting in underutilized data and missed sales opportunities.

  • Data Security Risks: Protecting customer information became critical to safeguarding high-value sales opportunities, preventing customer loss, and maintaining the company’s reputation.
SOLUTION
The WBL team designed and implemented a comprehensive management system through 03 strategic phases::
 
  • Phase 1 – Centralized Project Database dự án: Lark Forms were deployed for intuitive property data management, while Lark Query enabled fast searches based on specific criteria such as orientation and brokerage objectives. WBL also integrated automatic project translation to eliminate language barriers when serving international clients.
 
  • Phase 2 – Intelligent Mini CRM Deployment: A Lark Assistant was configured to automatically notify and assign new leads to the appropriate teams and sales representatives. The entire customer journey, from lead capture to contract approval, was managed seamlessly within the Mini CRM.
 
  • Phase 3 – Process Standardization & Training: WBL delivered comprehensive operational documentation, conducted hands-on training sessions, and implemented role-based access control to ensure every team member could confidently adopt the new system.
RESULTS
After deployment, the system delivered measurable improvements across three core areas:
 
  • Operational Efficiency: 100% of information was centralized on a single platform, ensuring the system is always ready to scale. Operational staff workload was reduced by 80%.
 
  • Workforce Productivity: Real-time data access reduced reporting time by 90%, enabling management to improve team performance by 80%.
 
  • Data Security: The company achieved 100% access control over customer data, reduced data theft risks by 95%, and simplified system backup and recovery.
CHALLENGES
SOLUTION
RESULTS

Nguyen Đinh Hoang

Director – H&D Realty

What Does H&D Realty Say About WBL Group?

Before adopting WBL's solution, we struggled with disconnected software systems, making it difficult to keep our teams connected, protect business data, and maintain consistent operational oversight. With the new system in place, our workflows are now streamlined, efficient, and ready to scale. Most importantly, WBL Group's consulting team provided exceptional guidance and hands-on support throughout the entire implementation process.

H&D Realty

Real Estate Brokerage

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